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Create new appointments in BlueFolder for new clients in FreshBooks
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Send Slack messages for new Freshbooks invoices
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Add new FreshBooks clients to Insightly as new contacts
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Receive Slack messages for new FreshBooks estimates
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Add new Freshsales contacts to Freshbooks
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Create FreshBooks client invoices for new Stripe charges
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Popular integrations
BlueFolder
BlueFolder is a field service management solution for small to midsize businesses that helps users manage field jobs and crew across medical, manufacturing, property maintenance and IT industry. Category : Task ManagementSlack
Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders. Category : Popular, Team Collaboration, Team ChatInsightly
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources. Category : Project Management, Popular, CRMFreshsales
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights. Category : CRMStripe
Stripe provides a technical interface to process payments in your app or website. You can include trials, coupons, and your preferred payment methods. Category : Subscription Management, Proposals & Invoices, Accounting, Payment Processing, PremiumAsana
Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more. Category : Project Management, Popular, Team CollaborationPayPal
PayPal is an online payment platform that lets you shop securely, return goods, and claim refunds easily. Category : Popular, Payment ProcessingQuickBooks
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Proposals & Invoices, Popular, Accounting, Inventory ManagementSquare
Square is payment processing software with features such as categorization of items, inventory management, and sales history. Category : Payment Processing, Inventory ManagementHubSpot CRM
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place. Category : Popular, CRM
FreshBooks supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Time entry added
Triggers when an new time entry is added
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
Payment added
Triggers when a new payment is added
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created
Client created
Triggers when a new client is created
All Actions - Action are the automated tasks
Create project
Creates a new project
Create estimate
Creates a new estimate
Create expense
Creates a new expense
Create task
Creates a new task
Create client
Creates a new client
Create invoice
Creates a new invoice
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update expense
Updates the details of an existing expense
Update estimate
Updates the details of an existing estimate
Update task
Updates the details of an existing task
Update client
Updates the details of an existing client
Fetch invoice
Fetches the details of an existing invoice by number
Fetch estimate
Fetches the details of an existing estimate by number
Fetch client - By ID
Fetches the details of an existing client by ID
Fetch user
Fetches the details of an existing user by email address
Fetch client - By email address
Fetches the details of an existing client by email address
What is FreshBooks?
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.
Categories : Proposals & Invoices, Popular, Accounting, Time Tracking
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Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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